Maximizing Business Ownership Tax Advantages: A Multi-Year Strategy for Growth and Savings

By |2023-02-24T11:48:39-08:00February 24th, 2023|Wealth Management Resources|

Time to Read: 5 Minutes Growing your business across every measure is the priority for business owners, no matter their stage. Just starting out and working to be revenue-positive or coping with early income In the mid-stage and building your strategy and tactics for long-term growth Late-stage revenue maximization for exit planning Every stage

Are you a High-Earner or Business Owner? A Defined Benefit Plan Could be Right for you.

By |2023-01-10T13:59:24-08:00January 12th, 2023|Wealth Management Resources|

Time to Read: 7 Minutes So what even is a defined benefit plan? The defined benefit plan is a lesser-known retirement savings strategy that many business owners can implement in their business, in addition to the 401(k) plan, which is a type of defined contribution plan.  Defined benefit plans are more complex than a

The Structure Matters: Choosing the Right One for Your Business

By |2022-10-10T07:02:53-08:00October 14th, 2022|Wealth Management Resources|

Time to Read: 8 Minutes The choice of a corporate structure for a business has many consequences: a crucial impact on the business’s taxes, your ability to raise funds, the paperwork you must file, and perhaps most important, your personal liability. Fortunately, you can change your mind and convert to another business structure later

How to Reduce Taxes on Required Minimum Distributions – Part 6 of Tax Saving Strategies for High Earners

By |2022-09-01T08:13:08-08:00September 23rd, 2022|Wealth Management Resources|

Time to Read: 7 Minutes Many high earners want to know what strategies they can implement to help reduce the tax burden caused from large, unwanted required minimum distributions (RMDs) in retirement. In Part 6 of a 7-part series, “Tax Saving Strategies for High Earners,” we break down what you need to know about

Net Unrealized Appreciation – When to Avoid and When to Use this Overhyped Tax Technique

By |2022-08-29T12:29:52-08:00September 7th, 2022|Wealth Management Resources|

Time to Read: 7 Minutes A little-known tax rule for people who own their employer stock in their 401(k) is Net Unrealized Appreciation (NUA).  Electing NUA is often promoted by retirement planners as a smart tax savings strategy.  Here in San Diego, we’ve helped clients from companies with highly appreciated stock, such as SAIC,

Buy-Sell agreements: Ensuring Smooth Business Transitions

By |2022-07-05T09:04:55-08:00August 19th, 2022|Wealth Management Resources|

Time to Read: 5 Minutes Building a business is all about the day-to-day decisions. But what happens to the business if the primary decision-maker isn’t there? Creating a continuity plan that outlines transition planning should be part of the foundational documents of a business at any stage. Valuing the business, codifying the steps that

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